Victor V Churchill, Cpa, Pc 401(K) Profit Sharing Plan And Trust — Form 5500 plan (Victor V. Churchill, Cpa, Pc)

Plain-English plan summary

According to public Form 5500 filings published through the U.S. Department of Labor (DOL) Employee Benefits Security Administration (EBSA) via the EFAST2 system, Victor V Churchill, Cpa, Pc 401(K) Profit Sharing Plan And Trust is a benefit plan reported by Victor V. Churchill, Cpa, Pc under EIN 92-0598959 and plan number 001. The latest loaded filing year is 2023. The filing reports 1 participants and $275,994 in end-of-year plan assets, where available in the loaded dataset.

Form 5500 plan profile · 2023

Key reported metrics

Net assets (EOY)$276KPlan net assets, end of year$275,994
Participants1Covered participants reported
Assets / participant$276KComputed: assets ÷ participants$275,994 (computed)
Provider compensationNone reported
Plan sponsor
Victor V. Churchill, Cpa, Pc
EIN
92-0598959
Plan number
001
Plan type
2
Location
Saugerties, NY
Latest filing year
2023

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
20231I20241015090011NAL0055281538002
Schedule I · 2023

Reported financial statement

Reported figures as filed, in whole dollars. Only fields the filing reports are shown; others are marked not reported.

Reported balance (end of year)$276K total assets
Net assets$276KLiabilities
Money in vs. money out
Total income / additions$237.8K
Total expensesNot reported
Benefits paid / distributionsNot reported
Full reported line items

Net assets

Total assets (EOY)
$275,994
Net assets (EOY)
$275,994
Net assets (BOY)
$38,190

Income & contributions

Total income / additions
$237,804

Expenses & distributions

Net increase / (decrease)
$237,804

Service provider compensation (Schedule C)

No Schedule C service provider compensation is loaded for this plan yet.

Related Form 5500 pages